SBL
Sargent Bickham Lagudis’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $386K | Sell |
4,757
-1,128
| -19% | -$91.6K | 0.03% | 211 |
|
|
2022
Q3 | $478K | Buy |
5,885
+132
| +2% | +$10.7K | 0.04% | 174 |
|
|
2022
Q2 | $477K | Sell |
5,753
-3,552
| -38% | -$295K | 0.04% | 182 |
|
|
2022
Q1 | $776K | Sell |
9,305
-13,985
| -60% | -$1.17M | 0.06% | 154 |
|
|
2021
Q4 | $1.99M | Buy |
23,290
+16,333
| +235% | +$1.4M | 0.15% | 104 |
|
|
2021
Q3 | $599K | Hold |
6,957
| – | – | 0.05% | 158 |
|
|
2021
Q2 | $599K | Sell |
6,957
-11,148
| -62% | -$960K | 0.05% | 155 |
|
|
2021
Q1 | $1.56M | Buy |
18,105
+11,868
| +190% | +$1.02M | 0.14% | 107 |
|
|
2020
Q4 | $539K | Sell |
6,237
-4,065
| -39% | -$351K | 0.05% | 149 |
|
|
2020
Q3 | $891K | Sell |
10,302
-186,716
| -95% | -$16.1M | 0.09% | 116 |
|
|
2020
Q2 | $17.1M | Buy |
197,018
+167,646
| +571% | +$14.5M | 1.83% | 10 |
|
|
2020
Q1 | $2.55M | Sell |
29,372
-2,770
| -9% | -$240K | 0.33% | 69 |
|
|
2019
Q4 | $2.72M | Sell |
32,142
-5,179
| -14% | -$438K | 0.3% | 74 |
|
|
2019
Q3 | $3.17M | Sell |
37,321
-60,047
| -62% | -$5.09M | 0.38% | 58 |
|
|
2019
Q2 | $8.26M | Sell |
97,368
-33,243
| -25% | -$2.82M | 0.98% | 22 |
|
|
2019
Q1 | $11M | Buy |
130,611
+86,743
| +198% | +$7.3M | 1.27% | 17 |
|
|
2018
Q4 | $3.67M | Buy |
43,868
+43,128
| +5,828% | +$3.61M | 0.47% | 52 |
|
|
2018
Q3 | $61K | Hold |
740
| – | – | 0.01% | 336 |
|
|
2018
Q2 | $62K | Hold |
740
| – | – | 0.01% | 328 |
|
|
2018
Q1 | $62K | Hold |
740
| – | – | 0.01% | 323 |
|
|
2017
Q4 | $62K | Sell |
740
-23
| -3% | -$1.93K | 0.01% | 344 |
|
|
2017
Q3 | $64K | Hold |
763
| – | – | 0.01% | 337 |
|
|
2017
Q2 | $64K | Buy |
763
+23
| +3% | +$1.93K | 0.01% | 323 |
|
|
2017
Q1 | $63K | Hold |
740
| – | – | 0.01% | 325 |
|
|
2016
Q4 | $62K | Hold |
740
| – | – | 0.01% | 305 |
|
|
2016
Q3 | $63 | Sell |
740
-1,176
| -61% | -$100 | 0.01% | 312 |
|
|
2016
Q2 | $163K | Hold |
1,916
| – | – | 0.03% | 226 |
|
|
2016
Q1 | $163K | Buy |
+1,916
| New | +$163K | 0.03% | 228 |
|